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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,748 | $172,111-81.0% | $150,298-78.2% | $137,256-76.1% |
| Participation rate | 43.8% | 81.7%-38.0pp | 77.8%-34.0pp | 80.0%-36.2pp |
| Annual return | 19.15% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $785 | $4,636-83.1% | $4,154-81.1% | $4,156-81.1% |
| Participant deferral / active EE | $4,007 | $6,166-35.0% | $5,453-26.5% | $6,407-37.5% |
| Admin fee / account holder | $5,044 | $16,471-69.4% | $14,116-64.3% | $12,270-58.9% |